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Surrender Application Flexi Afken Wealth Management  Form

Surrender Application Flexi Afken Wealth Management Form

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all right and welcome to the next podcast where we look at the future of the wealth management industry and what the most successful firms in the wealth management industry will look like over the next five to ten years this is Mark Bruno managing director of The Wealth Management Group at informa connect and we are incredibly excited to have Jason Pereira stop by the next podcast Today Jason is a partner senior financial planner and portfolio manager at Woodgate financial and also where's many other hats um Jason thank you so much for joining us here today on the podcast my pleasure mark Jason we first met at the inside ETFs in the wellstack Canada conference just a couple of months ago and I have to say your presentation on digitizing your practice end to end was one of the highlights of the event for me if not you know the single highlight I mean I felt like it really brought to life so many different issues that advisors are thinking about and talking about but not necessar

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